Valere

BACKGROUND

Please describe your company and position.

I am the CEO of My Faith Will Inc

Describe what your company does in a single sentence.

We provide an easy, secure, and guided way for individuals to create a legally valid will online while supporting charitable giving and leaving a lasting legacy.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Valere to accomplish?

• Create an application for our vision/idea
• Build and modify
• Create a second version for greater reach

SOLUTION

How did you find Valere?

Referral

Why did you select Valere over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Valere were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Valere was responsible for the full development and implementation of MyCatholicWill.com and MyLegacyWill.com, transforming the vision into a seamless, user-friendly online will creation platform. Their scope of work included product design, front-end and back-end development, integrations with key third-party services, security enhancements, and ongoing maintenance.

Key Deliverables:
Custom Will Creation Workflow – Developed an intuitive, step-by-step process allowing users to easily generate a legally valid will, ensuring compliance with estate planning best practices.
User-Friendly Interface & Experience (UI/UX) – Designed a clean, simple, and faith-aligned experience tailored to engage users and encourage legacy giving.
Secure Document Generation & Storage – Implemented a robust system for generating, formatting, and securely storing user wills in PDF format.
Donation & Charitable Giving Integration – Built seamless options for users to allocate a portion of their estate to Catholic charities and other nonprofit organizations.
CRM & Email Automation Integration – Connected the platform with CRM systems to facilitate communication, nurture leads, and provide reminders for incomplete wills.
Multi-Site Architecture – Developed both MyCatholicWill.com and MyLegacyWill.com, ensuring scalability and adaptability across different brands and audiences.
Ongoing Support & Maintenance – Provided continuous updates, bug fixes, and performance optimizations to enhance security and user experience.

Valere’s work ensured that both platforms delivered a reliable, mission-driven solution for will creation while maximizing impact for charitable giving.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The collaboration with Valere resulted in several measurable outcomes that demonstrate the success of MyCatholicWill.com and MyLegacyWill.com:

Key Measurable Outcomes:

Total Future Bequests Committed: 

Over $275 million committed in future bequests to charitable organizations through wills created on the platform.

Number of Wills Created:

Thousands of legally valid wills successfully completed by users, ensuring more individuals have proper estate plans in place.

User Engagement & Completion Rate:

High user engagement and completion rates, with many users successfully finishing the will creation process after starting.

Charitable Giving Impact:

A significant percentage of users included charitable gifts in their wills, reinforcing the platform’s mission of legacy giving.

Website Performance & Reliability:

Secure, high-performing platform with minimal downtime and strong security protocols to protect sensitive user data.

CRM & Email Automation Success:

Effective lead nurturing through automated follow-ups and reminders, leading to an increase in will completion rates.

Expansion & Scalability:

Successful launch of MyLegacyWill.com as an additional platform to reach a broader audience, demonstrating the scalability of the technology.

These measurable results highlight how Valere.io’s work contributed to making MyCatholicWill.com and MyLegacyWill.com impactful, mission-driven platforms that simplify will creation and encourage

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Valere demonstrated strong project management skills, effectively balancing technical development with responsiveness to our needs. They followed a structured development process, incorporating agile methodologies to ensure steady progress and flexibility in addressing feedback.

Delivery & Timeliness:
Most key deliverables were completed on time, though some features required additional iterations to align with our vision. They maintained clear timelines and milestones, ensuring transparency throughout the project. When delays occurred, they were proactive in communicating challenges and worked efficiently to resolve them.

Responsiveness & Communication:
Valere.io was highly responsive to our feedback, showing a strong willingness to adapt and refine features as needed. They provided regular updates and check-ins, ensuring we were always informed on progress. When we identified areas needing improvement, they were quick to iterate and improve without hesitation.

Overall Assessment:
Their project management approach was structured yet flexible, allowing them to deliver a high-quality product while accommodating our specific needs. While some refinements required additional collaboration, their commitment to excellence and open communication made the partnership productive and successful.

What was your primary form of communication with Valere?

Virtual Meeting

What did you find most impressive or unique about this company?

What stood out most about Valere.io was their ability to translate a complex vision into a seamless, user-friendly platform while maintaining a strong commitment to mission-driven work. Their blend of technical expertise, adaptability, and genuine dedication to our goals set them apart.

Most Impressive Aspects:

Mission Alignment: They didn’t just build software—they understood the heart of our mission and crafted a platform that encourages legacy giving in a meaningful way.

User-Centered Design: Their focus on making will creation simple and engaging ensured a smooth experience for users of all backgrounds.

Responsiveness & Collaboration: They listened, adapted, and refined based on our feedback, ensuring the final product truly met our needs.

Commitment to Quality: They didn’t cut corners—every feature was carefully designed and executed to create a secure, scalable, and high-performing platform.

Overall, Valere wasn’t just a development vendor—they were a true partner in bringing MyCatholicWill.com and MyLegacyWill.com to life, making a lasting impact on charitable giving and estate planning.

Are there any areas for improvement or something Valere could have done differently?

While Valere delivered a high-quality platform and was a strong development partner, there were a few areas where improvement could enhance future collaborations:

Areas for Improvement:

More Proactive Problem-Solving:

At times, certain features required additional iterations to align with our vision. A more proactive approach in anticipating potential roadblocks could have streamlined the process.

Faster Turnaround on Refinements:

While the core development was timely, some adjustments and refinements took longer than expected. A more agile response to these changes would improve efficiency.

Enhanced Clarity on Technical Trade-Offs:

Providing more upfront discussions on possible limitations, trade-offs, and alternative solutions could have helped us make more informed decisions earlier in the process.

Despite these minor areas for improvement, Valere’s commitment to quality, responsiveness, and willingness to refine the platform ultimately led to a successful outcome. Strengthening these aspects would make their already strong services even better for future projects.

BACKGROUND

Please describe your company and position.

I am the Engineering Manager of Caylent

Describe what your company does in a single sentence.

AWS Consulting Services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Valere to accomplish?

• User interface design
• User experience design

SOLUTION

How did you find Valere?

ongoing relationship

Why did you select Valere over others?

• Company values aligned
• ongoing relationship

How many teammates from Valere were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Application style guide 
  • Review and design cohesive style guide for entire application
  • Iconography
  • Fonts
  • Colors
  • Design user experience elements from Client existing Jira opportunities for design updates for application ecosystem
• Ongoing Services 
  • UI/UX wireframes, mockups, and user flows
  • Review of the existing application UI/UX to understand features and flow
  • Capture any modifications needed to the desired frontend design
  • Design UI wireframes for screens in the application
  • Design UX diagrams to describe transitions between UI elements for task-based flows
  • Design UI and UX for additional application areas

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• A consistent style guide for the enterprise application being developed
• Custom designs implemented across the application

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The team is very responsive, attending multiple meetings each day and responding to Teams messages in a timely fashion.  

Designs were completed on time.  The team was very agile, handling changing priorities and changing scope with grace and good humor. 

What was your primary form of communication with Valere?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their designs and response times are great. However, what is most impressive is the designer's understanding of the need to roll out the design changes over time.  It was never, "we need to do everything now", instead the designer was consistently able to create a sane roadmap for integrating the updates into the ongoing development work.

Are there any areas for improvement or something Valere could have done differently?

Our initial interactions were a little rocky, but once we settled on our current designer the process has been very smooth and I have no complaints.

BACKGROUND

Please describe your company and position.

I am an Executive of Roomy App

Describe what your company does in a single sentence.

We connect classroom parents through our app.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Valere to accomplish?

• Discovery
• UX/UI

SOLUTION

How did you find Valere?

• Referral
• upwork

Why did you select Valere over others?

• High ratings
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Valere were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Our first goal was to finalise a full discovery including a business requirement document, research, versioning plan, user flows, Low fidelity wireframes, prioritized features, sitemap and information architecture, as well as estimates for the development. After a succesful first milestone we set out to finalize the UX/UI which included UI Benchmark, validation, UI Kit and UI design. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The deliverables were clear and the steps to get there as well. We had close communication and we validated the work as every step was finalized. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

All milestones were delivered on time and any concerns that we had was taken seriously and discussed.

What was your primary form of communication with Valere?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

We like to be involved in every step and we felt like that was welcomed and all of our thoughts and ideas were talked about and incorporated by Valere.

Are there any areas for improvement or something Valere could have done differently?

Being a global company with remote workers we feel like the language at times became a curb but nothing that couldnt be figured out.

BACKGROUND

Please describe your company and position.

I am the Founder of Wxlfpack Digital

Describe what your company does in a single sentence.

Wxlfpack Digital is an innovative platform powered by AI, enabling users to effortlessly create captivating graphic layouts for presentations.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Valere to accomplish?

• Valere effectively took us from concept to launch as we collaborated with them to construct an AI-based website that streamlines user interaction through personalized experiences.

SOLUTION

How did you find Valere?

Online Search

Why did you select Valere over others?

• High ratings
• Great culture fit
• Company values aligned

How many teammates from Valere were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of work for WXLFPACK Digital involved developing an AI-powered platform for generating graphic layouts. This included website design, AI integration, content creation, user support, and maintenance. Key deliverables include a fully functional website, and ongoing platform improvements.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Our site has not launched yet, we are still fine tuning.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project management for WXLFPACK Digital was exceptional. Deliverables were consistently met on time, and responsiveness to our needs was fantastic. Communication was clear, and any issues were promptly addressed, ensuring a smooth and successful project execution.

What was your primary form of communication with Valere?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The team consistently demonstrated a remarkable ability to work fast and efficiently. Additionally, Valere's dedication to fostering a culture of collaboration and continuous improvement really stood out. I felt very comfortable with sharing feedback , asking questions, and voicing any concerns.

Are there any areas for improvement or something Valere could have done differently?

N/A

BACKGROUND

Please describe your company and position.

I am the CEO of GYPO LLC

Describe what your company does in a single sentence.

Outfit Formulas provides easy daily outfit inspiration for members. It's like meal planning but for your closet.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Valere to accomplish?

• MVP of our Outfit Formulas App

SOLUTION

How did you find Valere?

Upwork

Why did you select Valere over others?

• High ratings
• Pricing fit our budget
• Company values aligned

Describe the scope of work in detail. Please include a summary of key deliverables.

We engaged with Valere last fall to start over on our mobile app development project. Our first developers didn't get the vision for the app. We decided to go with a fast track design and discovery to get the ball rolling as quickly as possible on our MVP. V1 was delivered and out to our customers on 1/15/24. We currently have nearly 1,500 users in the app.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Completed MVP with prescribed functionality. 
• Daily outfit calendar, outfit of the day, shopping recommendations.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, they were very responsive to every request. We did push out release by a week but other than that, everything ran according to schedule.

What was your primary form of communication with Valere?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their vision was impressive; they brought ideas to the table that we hadn't even thought of. I'm excited to work on V2 of our app with them as this will be the fun part where we get to incorporate more bells/whistles and our user feedback into the design and functionality.

Are there any areas for improvement or something Valere could have done differently?

Better transparency in pricing. There were a few invoices that surprised me in the beginning.

BACKGROUND

Please describe your company and position.

 I am the Founder of a hospitality & leisure company 

Describe what your company does in a single sentence.

We are on-demand travel platform that leverages AI, machine learning, and traveler preferences to generate customizable itineraries and match traveler needs with an array of activities, attractions, and provider solutions.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Valere to accomplish?

• Discovery for mobile app development and feature prioritization

SOLUTION

How did you find Valere?

Online Search

Why did you select Valere over others?

• High ratings
• Company values aligned
• Responsiveness and professionalism

How many teammates from Valere were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The discovery phase for this project included the development of a business requirements document, feature prioritization, site map creation, and low-fidelity wireframes for an MVP build. The team conducted additional market research and competitive analysis.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Regular project milestones and deliverables, such as the feature prioritization document, site maps, low fidelity wireframes, and market research.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project management was excellent! The team was collaborative, patient, and committed to delivering results in a timely and responsive manner.

What was your primary form of communication with Valere?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Valere is client-focused and committed to a positive collaboration experience. The team is equally invested in the success of your project, with leaders actively available for discussions and maintaining open, transparent communication.

Are there any areas for improvement or something Valere could have done differently?

The team was extremely receptive to my ideas; however, I would have benefited from the team challenging me to recommend a more realistic scope for the Minimum Viable Product (MVP) as opposed to accommodating every request I wanted, which at times was too ambitious!

BACKGROUND

Please describe your company and your position there.

The Johns Hopkins Center for Injury Research and Policy was established in 1987 as one of CDC’s ten “centers of excellence in injury research”. The Center is based in the Department of Health, Policy and Management in the Johns Hopkins Bloomberg School of Public Health. We are dedicated to high quality research that informs the development of programs and policies that decrease the burden of injuries both nationally and internationally.

Our mission is to close the gap between injury research and practice to reduce and prevent the fires, poisonings, drowning, car crashes, domestic violence and other causes of injury that kill, disable, and inflict pain in alarming numbers. Elise Omaki, MHS, is a Senior Research Associate and a core faculty member with over ten years’ experience conducting injury prevention research and practice including work on child passenger safety, home safety, prescription drug overdose, and violence prevention.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Valere Labs, and what were your goals?

Safety in Seconds is a smartphone app developed by Center faculty to deliver tailored injury prevention education to users about child passenger safety and home fire safety. The program was tested in clinical-trial and found to improve safety behaviors among parents of young children. Our team sought a developer to help add a new module to the app on pediatric fall prevention. The module asks a series of questions and provides eductional content tailored to the user based on a complex algorithm.

SOLUTION

How did you select this vendor and what were the deciding factors?

In the process of seeking bids for this work, Valere Labs was one of the few vendors that reviewed the source code in order to offer a customized and detailed work plan. They offered a clear explanation about what was needed to achieve our goals, took time to answer countless questions and were patient as I sought various approvals from my team members.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

Valere Labs ended up doing a full redesign of our app to offer a full content management system that wasn't previously available. The work included planning out a new UX/UI, particularly for the content management system, creating question & message banks, adding capacity for conditionals and piping, and allowing custom logic for producing tailored reports.

How many resources from the vendor's team worked with you, and what were their positions?

We worked with a UX/UI designer to layout the program, two developers who produced the app, and a project manager who kept everything moving.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

My team was very pleased with the outcome and we plan to continue working with Valere Labs to maintain and expand the project.

Describe their project management style, including communication tools and timeliness.

I appreciated having mulitple people involved in the project, each with their own expertise and roles. Everyone was patient, allowed me to ask questions and had excellent follow through. The group was committed to making sure I had a product that fit my needs and was within budget and communicated what I should expect thoughout the process.

What did you find most impressive or unique about this company?

Valere Labs was very good at communicating and helping find a shared language to describe the specific needs of my academic research team to the developers executing the project.

Are there any areas for improvement or something they could have done differently?

None that come to mind!

BACKGROUND

Please describe your company and your position there.

I am an individual, I hired Valere Labs for a personal project

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Valere Labs, and what were your goals?

I hired Valere Labs for a web application. Goals are confidential

SOLUTION

How did you select this vendor and what were the deciding factors?

Oh gosh, how did I select the company? Miserable and long story. I called every software company I cold, gave them my idea and went from there. Got a lot of strange responses, some people said no, a lot didint even asnwer the phone. You wonder how people stay in business sometimes. I had just been contracting with Tricension and they were supposed to be working on my project but werent, didint tell me, and didint reply to my messages. I was really desperate at the time, they knew this, and still treated me poorly. Called Valere labs finally and without any hope at all gave them a try.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

This is all confidential. I dont know what they used but I know coding is involved. My web app is for a microsoft windows computer. Its actually kind of a compex program really.

How many people from the vendor's team worked with you, and what were their positions?

3 The main guy (Daniel), the coder (Yamini), DD (cant remember his position)

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

I dont even understand your question. Deliverables? I use my software! Everything worked out and I am capable of using it daily. I also was shocked when the program gave me the outcome I hoped for but this is all confidential.

Describe their project management style, including communication tools and timeliness.

You all are really clerical arent ya, with your fancy wordy jargon. Daniel is amazing at communication and so is Yamini, they get back extremly fast. Sometimes I cant keep up with how fast Daniel gets back to me.

What did you find most impressive or unique about this company?

THEY DID THE DAMN JOB they communicate with me They continue to communicate with me even when the jobs is done

Are there any areas for improvement or something they could have done differently?

DD struggles to understand some things. I assume its a communication barrier

BACKGROUND

Please describe your company and your position there.

Lotus is a social media platform where users can discover, experience, and share music with their friends between streaming platforms. I am the co-founder of Lotus.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Valere Labs, and what were your goals?

We hired Valere Labs to take on an existing project and get us on the market, an iOS application for sharing music recommendations across platforms.

SOLUTION

How did you select this vendor and what were the deciding factors?

We went with Valere as we believed they had the right competency and culture to work with an early-stage startup like us that is working on a project that requires innovative solutions to the problem we are solving. We conducted several rounds of interviews with multiple firms, and we were most impressed with Valere.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

This was an existing project that involved many different specialized development tools and third-party APIs such as Swift, Springboot, Spotify SDK, etc… With the mixture of all these different technologies Valere confidently took on this project and made it their own as if they have been working on it from the start.

How many resources from the vendor's team worked with you, and what were their positions?

We had a full dedicated development team work with us such as a PM, QA team, and lead backend/frontend. When the team required someone with a specialty they were able to bring on someone else from the Valere network to do a specific job which was done very efficiently as it kept the project going with many bottlenecks.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

As a result of this project, we have an app that is market ready, and we are overall satisfied with the quality of the app.

Describe their project management style, including communication tools and timeliness.

Samreen and the team were very communicative from the very start keeping us engaged with daily updates and answering our questions right away. They also were not afraid to ask us clarifying questions which were appreciated to avoid wasting time. We met once a week on Mondays to go over the progress of the previous week and goals for the upcoming week, and communicated via Slack the rest of the time.

What did you find most impressive or unique about this company?

Working with the Valere team felt like my co-founder and I were working with a development team of our own. All the developers took a high interest in the project and the work they were doing and you have no choice but to care for their well-being too.

Are there any areas for improvement or something they could have done differently?

The team sometimes needed to be told about the same fixes multiple times, as some issues were experienced on the user end but not on the developer's end.

BACKGROUND

Please describe your company and your position there.

I am the Co-Founder of Totem: Concert Sharing, a social media application designed for live music fans to share their content at events and connect with the community.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Valere Labs, and what were your goals?

We previously worked with a different company to develop our application, but we were not satisfied with the end result. We hired Valere Labs to give our app a new design and to provide new features/ bug fixes.

SOLUTION

How did you select this vendor and what were the deciding factors?

We searched online for new companies to work with, and had an interview with Daniel from Valere. We told Daniel about our vision for Totem, and he promised they could get everything completed the way we need. We were very impressed with Daniel and after doing more research into Valere we decided to hire them.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

We had a series of meetings with Daniel and the development team which went over our goals and road map. What impressed us the most was how organized their team is, and that they were great at communicating with us and understanding our vision. This was completely a 360 from our last company we worked with. They sent us an estimated amount of hours needed to complete the tasks, and we had daily interactions from all the team members, and weekly meetings.

How many resources from the vendor's team worked with you, and what were their positions?

A project manager was assigned to work with us, as well as a team of three front & backend developers, as well as a designer. We worked closely with the front and back end developers.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

After working with Valere, we are now proud of our app. We have received tremendous feedback on the app, and are now confident in pitching to new investors. They made sure we were satisfied with everything and were very good with testing on multiple fronts to make sure the app is working seamlessly.

Describe their project management style, including communication tools and timeliness.

We worked closely with the project manager and developers and had daily interactions with them. If they had a question for us, they asked, vis versa. They provided us with a way to input new updates we have thought of, and updated the beta version often so we can see the progress.

What did you find most impressive or unique about this company?

There was not a task they could not do. Our app had some complicated tasks and updates, which our last development company could not handle. They have very experienced coders that can handle anything. They are great at communicating and were always punctual with meetings and deadlines.

Are there any areas for improvement or something they could have done differently?

Some of the estimated hours provided tended to run a little more than expected, but it was not due to a lack of effort. We kept adding new features which extended the amount of hours needed. I would suggest to other companies to have a detailed plan in place, and to let them work before submitting new tasks. They will get it done.